EXIDEIND NSE filing

Exide Industries Unveils Investor Presentation for Q4 & FY26

The RealCase readHigh impact Positive

Exide Industries presented its Q4 & FY26 performance, reporting FY26 revenue of ₹17,269 crore and EBITDA of ₹1,943 crore. The company maintains a debt-free status and is advancing its New Energy business with a Gigafactory nearing completion. Exide also highlighted its sustainability efforts and CSR initiatives.

Why it matters

The announcement provides a comprehensive update on the company's financial health, strategic direction, and future growth prospects, which are crucial for investors and stakeholders.

The market read

The presentation showcases a strong financial performance, a robust balance sheet, strategic growth initiatives in the New Energy sector, and a commitment to sustainability and corporate social responsibility.

Exide Industries Limited has released an investor presentation detailing its performance for the fourth quarter and full fiscal year 2025-26. The presentation, shared on May 5, 2026, follows the company's earnings call for analysts and investors scheduled for May 6, 2026, at 12:00 PM IST.

The document highlights Exide's robust legacy of 79 years, its extensive presence across 70+ countries, and a network of 13 manufacturing plants. The company emphasizes its strong brand legacy, profitable operations since inception, and a debt-free balance sheet with strong credit ratings from ICRA (AAA for long-term and A1+ for short-term). Exide's journey includes key milestones such as pioneering India's first polypropylene battery in 1973 and venturing into Li-ion packs and modules in 2001.

The presentation details Exide's strategic enablers, including its integrated manufacturing capabilities, a broad product portfolio catering to various applications from 2.5Ah to 20,200Ah, robust OEM connections, and a dedicated R&D focus. The company serves diverse sectors such as automotive, solar solutions, industrial applications, and home inverters.

Financially, for Q4 FY26, Exide reported a revenue of ₹4,551 crore and EBITDA of ₹530 crore, with an EBITDA margin of 11.7%. For the full fiscal year FY26, revenue stood at ₹17,269 crore and EBITDA at ₹1,943 crore, with an EBITDA margin of 11.3%. Profit Before Tax (PBT) for FY26 was ₹1,500 crore (before an exceptional item of ₹9 crore), and Profit After Tax (PAT) was ₹1,111 crore. The company highlighted improving ROCE in its core business, a robust zero-debt balance sheet, and improved working capital and asset turnover ratios.

Exide is also focusing on its New Energy business, including Lithium-ion cells, packs, and modules manufacturing, with a Gigafactory nearing completion. The company is strategically positioned to capitalize on the growing demand for electric vehicles and stationary energy storage solutions, supported by government policies and a focus on localization.

In terms of responsible corporate citizenship, Exide highlighted its CSR initiatives across 24 districts in 10 states, focusing on vulnerable communities. The company also received global recognition for its sustainability efforts, including being part of the S&P Global Corporate Sustainability Assessment and achieving a high rating from EcoVadis.

Filing to action

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Exide Industries Limited filed this with the NSE as a statutory disclosure, categorised under investor presentation. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by Exide Industries Limited. Read the original for the full detail.

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